Agent of record letter 2026

1. Click ‘Get Form’ to open the agent of record letter in the editor.
2. Begin by entering your name as the Policy Owner in the designated field at the top of the form.
3. Next, input the agent's name and number in the appropriate section to designate them as your representative.
4. List all relevant policy numbers in the provided space, ensuring accuracy for each entry.
5. Select one option regarding access to your insurance portfolio: either 'A' for information only or 'B' for information and future correspondence.
6. If you choose Option B, acknowledge that you are authorizing a transfer of records by checking the corresponding box.
7. Finally, sign and date the document at the bottom to complete your request.

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